Net earnings up 60% and guidance raised this morning. The stock is still down 22% this year.
Business
A 22% subscription-revenue grower reports Q2 earnings this week.
A guidance miss sent the stock to a two-year low. The real story is what comes next.
A Meta nuclear PPA and record EBITDA are not yet in the price.
A Meta nuclear PPA and record Q1 adjusted EBITDA are not yet in the price.
